INNOVA WEALTH PARTNERS, LLC
Newtown, Pennsylvania
5.0
6 Reviews
Innova Wealth Partners, LLC, headquartered in Newtown, PA, is a local investment advisory firm specializing in providing comprehensive wealth management solutions. With a team of five dedicated professionals, all of whom are experienced investment advisors, they deliver personalized financial guidance to a diverse clientele. With an impressive average of approximately $29,830,000 in assets under management per investment advisor, Innova Wealth Partners takes a client-centric approach in managing their clients' financial portfolios. Their compensation structure is flexible and includes various options such as a percentage of asse...
See more
Loading...

Assets Under Mgmt

$163.42M

Investment Professionals

5

Locations

2

% 401K & Individual

63%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.